Personal Wealth Advisor: Path to Senior Relationship Manager

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

International corporate retreats

Job summary

PLACEMENT PROFESSIONALS is seeking a Personal Wealth Manager to provide integrated advisory and banking solutions at our Singapore retail locations. You will market wealth instruments, manage client portfolios, and work with the Branch Manager to achieve monthly revenue targets.

The role emphasizes needs-based financial planning, onboarding and ongoing account maintenance, and excellent client service across both in-person and digital channels.

Qualifications

• 2+ years of retail banking sales experience
• Degree or Diploma required
• Results‑oriented and able to work under pressure
• Flexible working hours, including some weekends

Responsibilities

• Deliver advisory services by marketing and distributing wealth management instruments
• Collaborate with Branch Manager to hit or exceed performance quotas
• Use needs-based advisory framework to assess client positions and risk tolerances
• Onboard new clients and maintain accounts ensuring accurate records and compliance
• Assist clients via digital channels, manage walk-in traffic, and handle banking requests
• Support branch hours, events, roadshows, and customer appointments
• Cultivate enduring client relationships and provide portfolio reviews and market commentary

Skills

Retail banking sales

Client relationship

Communication skills

Flexibility

Education

Degree or Diploma

Job description

PLACEMENT PROFESSIONALS is seeking a Personal Wealth Manager to provide integrated advisory and banking solutions at our Singapore retail locations. You will market wealth instruments, manage client portfolios, and work with the Branch Manager to achieve monthly revenue targets.

The role emphasizes needs-based financial planning, onboarding and ongoing account maintenance, and excellent client service across both in-person and digital channels.